Principal Financial Group Inc
PFG- Exchange
- Nasdaq
- Industry
- Accident & Health Insurance
- SEC CIK
- 0001126328
No open-market purchases or sales by Principal Financial Group Inc insiders were filed in the last 90 days; 961 institutions reported holding it in 13F filings for Q2 2026, worth $18.4B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Principal Financial Group Inc as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 785
- +11 vs. Q3 2024
- Shares held
- 163.6M
- −354.6K (−0.2%) vs. Q3 2024
- Total value
- $12.7B
- −$1.41B (−10.0%) vs. Q3 2024
- New holders
- 91
- 271 more added
- Sold out
- 80
- 273 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 961 | $18.4B |
| Q1 2026 | 914 | $15.2B |
| Q4 2025 | 892 | $14.2B |
| Q3 2025 | 829 | $13.3B |
| Q2 2025 | 814 | $13.2B |
| Q1 2025 | 841 | $14.2B |
| Q4 2024 | 785 | $12.7B |
| Q3 2024 | 786 | $14.1B |
| Q2 2024 | 796 | $13.0B |
| Q1 2024 | 765 | $14.4B |
| Q4 2023 | 757 | $13.2B |
| Q3 2023 | 723 | $12.4B |
| Q2 2023 | 731 | $13.2B |
| Q1 2023 | 745 | $13.4B |
| Q4 2022 | 784 | $15.5B |
| Q3 2022 | 707 | $13.3B |
| Q2 2022 | 691 | $12.6B |
| Q1 2022 | 687 | $13.8B |
| Q4 2021 | 664 | $14.2B |
| Q3 2021 | 624 | $12.5B |
| Q2 2021 | 615 | $12.2B |
| Q1 2021 | 646 | $11.4B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Principal Financial Group Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,430,527 | $2.12B | 0.04% | −75,419−0.3% | Reduced |
| BlackRock, Inc. | 19,856,054 | $1.54B | 0.03% | −38,318−0.2% | Reduced |
| Nippon Life Insurance Co | 18,137,000 | $1.40B | 23.74% | 00.0% | Unchanged |
| Bank of America Corp | 9,802,354 | $758.8M | 0.07% | −1,328,690−11.9% | Reduced |
| State Street Corp | 9,669,088 | $748.5M | 0.03% | +128,250+1.3% | Added |
| Geode Capital Management, LLC | 5,466,587 | $422.1M | 0.03% | +52,410+1.0% | Added |
| Capital Research Global Investors | 4,967,857 | $384.6M | 0.08% | +9,989+0.2% | Added |
| Wellington Management Group LLP | 4,191,838 | $324.5M | 0.06% | −179,405−4.1% | Reduced |
| Dimensional Fund Advisors LP | 3,913,064 | $302.9M | 0.07% | −21,457−0.5% | Reduced |
| Northern Trust Corp | 3,662,918 | $283.5M | 0.04% | +326,604+9.8% | Added |
| Morgan Stanley | 2,911,596 | $225.4M | 0.02% | +8,310+0.3% | Added |
| Norges Bank | 2,803,530 | $217.0M | 0.03% | −479,319−14.6% | Reduced |
| Invesco Ltd. | 2,753,987 | $213.2M | 0.04% | −533,524−16.2% | Reduced |
| JPMorgan Chase & Co | 1,979,558 | $153.2M | 0.01% | −483,004−19.6% | Reduced |
| UBS Asset Management Americas Inc | 1,877,246 | $145.3M | 0.03% | +209,885+12.6% | Added |
| Legal & General Group Plc | 1,627,120 | $126.0M | 0.03% | −111,740−6.4% | Reduced |
| Bank of New York Mellon Corp | 1,528,038 | $118.3M | 0.02% | −351,898−18.7% | Reduced |
| UBS Group AG | 1,489,373 | $115.3M | 0.03% | +522,538+54.0% | Added |
| Deutsche Bank AG | 1,482,053 | $114.7M | 0.04% | +627,865+73.5% | Added |
| Charles Schwab Investment Management Inc | 1,448,507 | $112.1M | 0.02% | +44,818+3.2% | Added |
| HSBC Holdings PLC | 1,436,859 | $111.2M | 0.07% | −17,108−1.2% | Reduced |
| Amundi | 1,359,779 | $106.5M | 0.04% | +264,383+24.1% | Added |
| Goldman Sachs Group Inc | 1,220,135 | $94.5M | 0.02% | −512,840−29.6% | Reduced |
| Royal Bank of Canada | 1,062,128 | $82.2M | 0.02% | +85,011+8.7% | Added |
| Voloridge Investment Management, LLC | 879,704 | $68.1M | 0.24% | +17,600+2.0% | Added |
| Mairs & Power Inc | 823,478 | $63.7M | 0.62% | −46,500−5.3% | Reduced |
| Qube Research & Technologies Ltd | 712,023 | $55.1M | 0.09% | +649,941+1,046.9% | Added |
| AustralianSuper Pty Ltd | 665,410 | $51.5M | 0.24% | +125,198+23.2% | Added |
| Swiss National Bank | 654,200 | $50.6M | 0.03% | −41,700−6.0% | Reduced |
| Swiss Life Asset Management Ltd | 583,149 | $45.1M | 0.33% | +407,033+231.1% | Added |
| Nuveen Asset Management, LLC | 553,555 | $42.9M | 0.01% | −7,732−1.4% | Reduced |
| Barclays PLC | 541,102 | $41.9M | 0.02% | −265,570−32.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 513,166 | $39.7M | 0.03% | −9,694−1.9% | Reduced |
| Verition Fund Management LLC | 482,215 | $37.3M | 0.19% | +255,419+112.6% | Added |
| FMR LLC | 479,980 | $37.2M | 0.00% | −23,253−4.6% | Reduced |
| BNP Paribas Arbitrage, SA | 469,424 | $36.3M | 0.03% | +101,579+27.6% | Added |
| Massachusetts Financial Services Co | 457,142 | $35.4M | 0.01% | −8,991−1.9% | Reduced |
| Rhumbline Advisers | 438,647 | $34.0M | 0.03% | −25,776−5.6% | Reduced |
| Citadel Advisors LLC | 411,731 | $31.9M | 0.03% | +409,696+20,132.5% | Added |
| Victory Capital Management Inc | 410,926 | $31.8M | 0.03% | +11,187+2.8% | Added |
| North Star Asset Management Inc | 397,545 | $30.8M | 1.36% | +972+0.2% | Added |
| California Public Employees Retirement System | 371,093 | $28.7M | 0.02% | −37,406−9.2% | Reduced |
| Trust Point Inc. | 370,044 | $28.6M | 1.99% | −50,288−12.0% | Reduced |
| Woodline Partners LP | 367,504 | $28.4M | 0.19% | +367,504 | New |
| California State Teachers Retirement System | 365,440 | $28.3M | 0.03% | −2,605−0.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 353,846 | $27.6M | 0.03% | +14,484+4.3% | Added |
| National Pension Service | 350,543 | $27.1M | 0.03% | −27,049−7.2% | Reduced |
| Millennium Management LLC | 337,038 | $26.1M | 0.02% | −272,672−44.7% | Reduced |
| Fort Washington Investment Advisors Inc | 304,197 | $23.5M | 0.14% | −72,286−19.2% | Reduced |
| Price T Rowe Associates Inc | 302,579 | $23.4M | 0.00% | −334−0.1% | Reduced |
| KBC Group NV | 291,379 | $22.6M | 0.06% | +232,915+398.4% | Added |
| Bridgewater Associates, LP | 253,752 | $19.6M | 0.09% | +69,669+37.8% | Added |
| Bank of Montreal | 253,404 | $19.6M | 0.01% | −250,331−49.7% | Reduced |
| Korea Investment CORP | 250,366 | $19.4M | 0.05% | −8,000−3.1% | Reduced |
| Great West Life Assurance Co | 245,316 | $19.0M | 0.03% | −9,542−3.7% | Reduced |
| Alliancebernstein L.P. | 239,775 | $18.6M | 0.01% | −15,808−6.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 237,791 | $18.4M | 0.05% | +161,564+212.0% | Added |
| Sound Income Strategies, LLC | 228,677 | $17.7M | 1.09% | +18,538+8.8% | Added |
| Principal Financial Group Inc | 227,090 | $17.6M | 0.01% | −4,187−1.8% | Reduced |
| GW Henssler & Associates Ltd | 201,091 | $17.3M | 0.99% | −2,431−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 218,115 | $16.9M | 0.03% | −22,786−9.5% | Reduced |
| Raymond James Financial Inc | 204,385 | $15.8M | 0.01% | +204,385 | New |
| Storebrand Asset Management AS | 198,781 | $15.4M | 0.05% | −15,218−7.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 197,000 | $15.2M | 0.03% | +92,000+87.6% | Added |
| American Century Companies Inc | 193,722 | $15.0M | 0.01% | −18,207−8.6% | Reduced |
| Allianz Asset Management GmbH | 193,569 | $15.0M | 0.02% | +67,350+53.4% | Added |
| Engineers Gate Manager LP | 192,327 | $14.9M | 0.26% | +133,212+225.3% | Added |
| First Trust Advisors LP | 191,092 | $14.8M | 0.01% | +88,656+86.5% | Added |
| Wells Fargo & Company | 182,322 | $14.1M | 0.00% | −77,149−29.7% | Reduced |
| New York State Teachers Retirement System | 179,282 | $13.9M | 0.03% | −4,028−2.2% | Reduced |
| Susquehanna International Group, LLP | 169,966 | $13.2M | 0.02% | +114,725+207.7% | Added |
| Swedbank AB | 162,158 | $12.6M | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 156,826 | $12.1M | 0.02% | +86,851+124.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 154,534 | $12.0M | 0.03% | +38,952+33.7% | Added |
| The PNC Financial Services Group, Inc. | 153,682 | $11.9M | 0.01% | −2,503−1.6% | Reduced |
| Citigroup Inc | 150,308 | $11.6M | 0.01% | −93,685−38.4% | Reduced |
| Ameriprise Financial Inc | 149,802 | $11.6M | 0.00% | −20,493−12.0% | Reduced |
| Russell Investments Group, Ltd. | 149,743 | $11.6M | 0.02% | +7,024+4.9% | Added |
| Cambria Investment Management, L.P. | 149,657 | $11.6M | 0.70% | +5,787+4.0% | Added |
| Quantbot Technologies LP | 148,299 | $11.5M | 0.42% | +141,447+2,064.3% | Added |
| Pictet Asset Management Holding SA | 145,275 | $11.2M | 0.01% | +22,699+18.5% | Added |
| Natixis | 143,391 | $11.1M | 0.08% | +2,610+1.9% | Added |
| Man Group plc | 140,518 | $10.9M | 0.03% | −78,615−35.9% | Reduced |
| Aviva PLC | 139,485 | $10.8M | 0.03% | +17,536+14.4% | Added |
| Worldquant Millennium Advisors LLC | 136,540 | $10.6M | 0.07% | −4,291−3.0% | Reduced |
| Brandywine Global Investment Management, LLC | 134,700 | $10.4M | 0.08% | −10,382−7.2% | Reduced |
| State of Wisconsin Investment Board | 133,032 | $10.3M | 0.03% | −38,058−22.2% | Reduced |
| Danske Bank A/S | 129,444 | $10.0M | 0.03% | +42,841+49.5% | Added |
| Manufacturers Life Insurance Company, The | 128,206 | $9.92M | 0.01% | +502+0.4% | Added |
| New York State Common Retirement Fund | 126,785 | $9.81M | 0.01% | −6,500−4.9% | Reduced |
| Holocene Advisors, LP | 124,606 | $9.65M | 0.03% | +16,280+15.0% | Added |
| AE Wealth Management LLC | 123,573 | $9.57M | 0.08% | +9,540+8.4% | Added |
| APG Asset Management N.V. | 127,000 | $9.49M | 0.03% | +127,000 | New |
| Goelzer Investment Management, Inc. | 121,946 | $9.44M | 0.55% | −2,719−2.2% | Reduced |
| DnB Asset Management AS | 120,933 | $9.36M | 0.04% | −52,327−30.2% | Reduced |
| National Bank of Canada | 119,071 | $9.22M | 0.01% | −9,684−7.5% | Reduced |
| AQR Capital Management LLC | 118,730 | $9.19M | 0.01% | +96,381+431.3% | Added |
| Prudential Financial Inc | 116,991 | $9.06M | 0.01% | −15,771−11.9% | Reduced |
| Illinois Municipal Retirement Fund | 116,557 | $9.02M | 0.13% | −14,754−11.2% | Reduced |
| Capital Management Corp | 115,614 | $8.95M | 1.60% | +14,301+14.1% | Added |